+53.0%
RSP vs EXC
+47.1%
+5.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | -0.8% | +0.3% | -1.1% | -0.8% |
| 30D | -0.3% | -3.7% | +3.4% | +0.7% |
| 3M | +4.3% | -1.3% | +5.6% | +4.5% |
| 6M | +8.8% | -9.7% | +18.5% | +11.8% |
| YTD | +15.3% | +2.9% | +12.4% | +13.5% |
| 1Y | +18.3% | +4.4% | +13.9% | +15.7% |
| 3Y | +52.8% | +22.2% | +30.6% | +39.4% |
| All | +53.0% | +47.1% | +5.9% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EXC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling